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Rosaline has over 20 years experience in financial services relating to insurance and investments.  She coaches individuals to help them find solutions to help them navigate through their financial path.  She teaches financial literacy through continuing… Read more »
Area serviced: Etobicoke, ON
14165054424
Randall is a senior lawyer with Waterbury Newton and has been with our firm since 1989. Randall’s experience, knowledge and achievements have contributed to his ongoing success as a lawyer who provides outstanding legal services to his clients. Randall… Read more »
Area serviced: Kentville, NS

Barak has been with Investors Group as a client since 2000, and became a consultant in 2006.  Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance… Read more »
Area serviced: Toronto, ON; Ajax, ON; Whitby, ON; Oakville, ON; Metro Toronto, ON; Mississauga, ON; Brampton, ON; Ottawa, ON; Fredericton, NB
(416) 491-7400 X 6537
I am running a MGA distribution in Insurance industry. We have over 300 Financial Advisors and we are licensed in Ontario, Alberta and Manitoba. We are specializing in BeforeCare and AfterCare of the Estate Planning. Please visit our website www.CanadianEstatePlanning.com… Read more »
Area serviced: Mississauga, ON; Metro Toronto, ON; Calgary, AB; Winnipeg, MB; Vancouver, BC
4168754969
I am a lawyer practicing in the area of estate planning and administration.  I also have an MBA, and did an area of concentration in tax at law school, so, although I wouldn't provide an opinion on tax issues, I at least speak the same language… Read more »
Area serviced: Woodbridge, ON
4163186672
I have been a Financial Planner (CFP) since 2002.  I also have a business degree BComm and my Financial Divorce Specialist designation.  I believe an Advisors greatest value is the planning done in the gap between the accountant and the lawyers. … Read more »
Area serviced: Grimsby, ON
905-309-6777
Mimi has been helping clients in the Life Insurance and Investment Industry for 35 years. She is committed to helping her clients in the areas of protecting their family's financial future, planning for their financial needs through every… Read more »
Area serviced: Peterborough, ON; Ajax, ON; Aurora, ON; Clarington, ON; Cobourg, ON; Brighton, ON; Durham, ON; Kanata, ON; Kingston, ON; Lindsay, ON; Oshawa, ON; Whitby, ON; Uxbridge, ON; Trenton, ON; Scarborough, ON; Richmond Hill, ON; Prince Edward, ON; Ottawa-Carleton, ON; Gananoque, ON
705 742 7331
I have been named Executor for estates totalling over $15M.  I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing… Read more »
Area serviced: Toronto, ON
416 723 3316
Carl Rumanek is the founder and president of Rumanek & Company Ltd. In 1967 Carl became a Chartered Accountant and practiced for 16 years before becoming interested in the insolvency field. In 1983, he began providing insolvency services and became more… Read more »
Area serviced: North York, ON

Gino Sauvé, is a Certified Financial Planner, Certified Executor Advisor, Member of Canadian Association for Farm Advisors (CAFA) and also member of Advocis.  I am operating under the corporate name of Solutions financières Sauvé Financial Solutions… Read more »
Area serviced: Ottawa, ON; Gatineau, QC; Kanata, ON; Kingston, ON; Orleans, ON; Renfrew, ON
613-978-7526
I am a Wills, Estates and Trusts lawyer in Vancouver.  I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.I also work with Executors and Trustees to… Read more »
Area serviced: Vancouver, BC
604 643 3121
Kim is a seasoned advisor with 11 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her… Read more »
Area serviced: Caledon, ON
416-806-1575
Founder and president of Acquaint Financial, a firm providing independent and unbiased financial education, counseling and planning solutions to employees across Canada. All solutions are customized for organizational needs and may consist of seminars,… Read more »
Area serviced: Brampton, ON
905-595-1323 x331